Mutual Funds
Stay on top of mutual fund news, including in-depth articles and analysis on stock, bond and balanced funds, as well as target date funds and more.
SEC to Launch Sweeps of Funds’ Distribution Fees, Alternative Mutual Funds
By Melanie WaddellThe SEC will begin next week an exam sweep of mutual funds' distribution fees, Andrew Bowden of the SEC's inspection office said Friday.
March 05, 2013
Stable International Funds Best Bet for Dean’s Conservative ClientsMary Dean of RIA firm Dean Roland Russell allocates 15% of her clients' money to international equities, using mutual funds that invest in those parts of the world she thinks offer good growth potential with low volatility.
March 01, 2013
Top Portfolio Products: PIMCO, Vanguard Launch More EM Bond FundsIn addition, Vanguard says it will no longer accept new fund flows into the Wellington and Intermediate-Term Tax-Exempt funds.
March 01, 2013
Investable assets to hit $80T by 2017Assets market firms have gathered $63.1 trillion in assets under management, generating $162 billion in revenues.
March 01, 2013
Investable assets to hit $80T by 2017Assets market firms have gathered $63.1 trillion in assets under management, generating $162 billion in revenues.
March 01, 2013
How to Capitalize on Shale Gas Trend: A Top Manager’s Favorite PlaysThe shale gas revolution is not expected to peak until 2040, a new study confirms. The T. Rowe Price New Era Fund's Tim Parker discussed how to make the most of it.
March 01, 2013
Morningstar’s Most-Researched Investments Offer Up SurprisesAdvisors and institutional investors diverge on equities versus income, though everybody agrees on PIMCO Total Return.
February 28, 2013
European fund of fund flows increased 40% in DecemberThe gain, however, remains below the fourth quarter peak of 2 billion ($2.6 billion) attained in October of 2012.